Overview
Assets Under Management: $180 million
Headquarters: LIVERPOOL, NY
High-Net-Worth Clients: 59
Average Client Assets: $611,722
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.00
Average High-Net-Worth Client Assets: $611,722
Total Client Accounts: 768
Discretionary Accounts: 768
Regulatory Filings
CRD Number: 42360
Filing ID: 1962367
Last Filing Date: 2025-03-21 16:05:00
Website: https://ibrokernet.com